W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Multi-generational families
Who they serve

Fee-only advisors for multi-generational families

Multi-generational families bring planning challenges that don't surface in a single-household relationship: financial education across generations, governance and decision-rights, gifting and dynasty trusts, family meetings, and the coordination that lets a senior generation transfer wealth and stewardship without losing alignment.

By the numbers

The Wellspent public graph lists 2,589 fee-only financial advisors who work with multi-generational families at 678 firms, most in Boston, Houston and Atlanta. 36% hold the CFP certification. Of the 2588 with fees on file, 97% charge percentage of assets.

Advisors listed
2,589
Firms
678
Cities
525
Hold the CFP
36%
  • Other credentials: CFA 15% · CPA 1% · EA 0%
  • How they charge (of 2588 with fees on file): percentage of assets 97% · fixed fees 62% · hourly 44% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with multi-generational families

Fee-only advisors who work with multi-generational families: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Craig Lukin Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Craig Pfeiffer RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Craig Sneed Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Craig Steinbrink St. Clair Advisors Mayfield Heights Not listed Percentage of assets, Hourly
Cynthia Curtis Nelson Eagle Bay Family Office San Juan Not listed Percentage of assets, Hourly
Cynthia-Elaine Schlanger Onyx Bridge Wealth Group Spring Not listed Percentage of assets, Hourly
Daniel Botti Peregrine Asset Advisers Portland Not listed Percentage of assets
Daniel Gamache KilterHowling Littleton CFA Percentage of assets
Daniel Speirs Cerro Pacific Wealth Advisors San Luis Obispo Not listed Percentage of assets, Fixed fees
Daniel Zuckerman Zuckerman Investment Group Chicago CFA Percentage of assets
Danielle Bailey Balentine Wealth Advisors Raleigh Not listed Percentage of assets, Fixed fees
Darin Snow Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
David Huber Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
David Miller Auctus Advisors Charlotte Not listed Percentage of assets, Fixed fees
David Ringler Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
David Sommer St. Clair Advisors Mayfield Heights Not listed Percentage of assets, Hourly
David Traff Bisonwood Investments Austin Not listed Percentage of assets
Dean Julian Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Dennis Blodgett Blodgett Wealth Advisors Brentwood Not listed Percentage of assets, Hourly
Derek Stone Heritage Investors Management Bethesda CFA Percentage of assets, Hourly
Diana Malcom Choate Wealth Boston Not listed Percentage of assets, Hourly
Dimitri Gnall Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Dodd Disler Sagace Wealth St. Petersburg Not listed Percentage of assets, Hourly
Douglas Kuhlman Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Drew Kittey Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Eduardo Gandara Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
Elizabeth Flores Legacy Wealth Advisors Santa Cruz Not listed Percentage of assets, Hourly
Elizabeth Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Elizabeth Meeks Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Elizabeth Mott Tillman Hartley Denver Not listed Percentage of assets, Fixed fees
Elliott Hollingsworth Clifford Swan Pasadena Not listed Percentage of assets, Hourly
Emily Raymond Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Ethan Pollard Arkos Houston Not listed Percentage of assets, Fixed fees
Ethan Rush Sigma Advisors St. Louis Not listed Flat fee or retainer
Fabian Waldner Eiger Wealth Management San Diego Not listed Percentage of assets, Fixed fees
Forbes Watson Legacy Wealth Management Ridgeland Not listed Percentage of assets
Frank Cooper Grand Central Investment Group Montreat Not listed Percentage of assets, Hourly
Frank Sterneck Sterneck Capital Management Park City Not listed Percentage of assets, Fixed fees
Fred Botek St. Clair Advisors Mayfield Heights Not listed Percentage of assets, Hourly
George Greer Sheeley & Partners Wealth Management Providence Not listed Percentage of assets
George Seybolt Eagle Bay Family Office Boca Grande Not listed Percentage of assets, Hourly
Gladys Chow Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Graham Johnstone Choate Wealth Boston Not listed Percentage of assets, Hourly
Grant Kerger Peregrine Asset Advisers Portland Not listed Percentage of assets
Gregory Desroches Beatrice Advisors New York Not listed Percentage of assets, Fixed fees
Gregory Johnson Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Gregory Watson Cedarwood Wealth Highlands Ranch Not listed Percentage of assets
Gretchen Straczewski Tred Avon Family Wealth Easton Not listed Percentage of assets, Hourly
Gunnar Marino Peregrine Asset Advisers Bend Not listed Percentage of assets
Haley Tonge CORE Wealth Advisors Lakeland Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve multi-generational families